From this author
What Goes Up, Must Come Down: Mean Reversion in Commodities
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 8, 2024
Explore how a commodity portfolio can be built to emphasize diversification and rebalancing.
Midyear Commodity Outlook: Are Higher Rates Masking Tight Inventories?
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
June 10, 2024
Learn why the level of inventories can have a big impact on commodity prices, and relatively low inventories can lead to higher volatility across commodity markets.
While the Last Round in the Inflation Fight Might Be the Hardest, Don’t Expect Gold to Outperform
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
March 4, 2024
Read why we think it makes sense to prepare for bouts of unexpected inflation by including a modest allocation to diversified commodities in a resilient core portfolio.
2024 Commodity Outlook: Peak Rates and Inflation Give Way to a Sustainable Future
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
January 8, 2024
Read why we think commodities belong in a well-diversified portfolio, even after interest rates and inflation have peaked.